Skip to main content

Solutions

Law firms

Tax, audit & accounting firms

Corporations

Governments

Products

Legal

Trade & supply

Tax, audit & accounting

Corporate tax

Risk & fraud

Books

Recommended products

Questions? We are here to help.
Contact us

Purchase

Buy solutions

Buy books

Contact sales

Questions? We are here to help.

Resources

Insights

Events

Product training

Product communities

Developers

Secure File Transfer

Compose a New Secure Message Online

Create a secure online message, add recipients and attachments, and select delivery and authentication options.
SafeSend lets you send secure messages to any email address from the online mailbox. You can enter a message, attach files, and select authentication options if your firm settings let them.
To send a message from Outlook, refer to Composing a New Secure Message From the Outlook Plug-In.

Recipients and message content

When you compose a secure message online, you can send it to one or more recipients.
  • Enter recipient email addresses in the
    To
     field.
  • If a recipient is already listed in Client Management, you can begin entering the client name to auto-populate the information.
  • Each recipient uses an individual access code or security question for authentication.
  • Add a
    Subject
     and message content for the recipient.
  • Use formatting options such as bold, highlighting, centering, and indentation as needed.

Attachments and preview

You can include supporting files with the message before sending it.
  • Use
    Attach
     to add files.
  • You can also drag and drop files directly into the message.
  • Use
    Preview
     to review the message, attachments, recipients, and authentication methods before delivery.

Draft, settings, and delivery options

Messages can be discarded, saved, scheduled, or sent immediately.
  • Discard
     closes the window and deletes the message.
  • Save Draft
     stores the message in the
    Drafts
     section of the mailbox.
  • The
    Settings
     tab lets you define the tax year, retention period, and authentication method.
  • Send
     delivers the message immediately to all recipients.
  • Schedule Send
     lets you select when the message is delivered.
  • Scheduled messages remain in the
    Drafts
    folder until they are sent, edited, or removed.

This article applies to:

  • Product: safesend
  • Audiences: Staff